Recent changes to Federal law, called the SECURE Act, will affect your retirement plan and your beneficiaries. Part of this new legislation also pertains to changes in the 401k plan marketplace and rules affecting these plans.
If your business is considering implementing a 401k plan, we will be discussing the tax credits your business may qualify for with regards to establishing a 401k plan under the new SECURE Act rules.
In this Webinar you will learn:
What the SECURE act is
How it affects your 401K and IRA plans
What to do to avoid loss and maximize benefits of these new laws
About the tax credits your business may qualify for
This webinar was recorded February 13, 2020, and hosted by the Cayuga County Chamber of Commerce.
The webinar was presented by Jeremy Caza of The Carta Group.
Jeremy Caza is a partner with the Carta Group, a premier fee-based financial planning firm that works predominately with business owners or executive level individuals (decision makers). The Carta Group provides comprehensive planning services including financial independence/retirement, employer sponsored retirement plans, investment and tax planning, risk management, estate and Medicaid planning, business succession & business continuation planning, education planning, and executive fringe benefit planning.
Jeremy graduated from the University of Rochester in 2004 with a degree in Economics and concentrations in finance and marketing. He started his career in 2005 working with an advisory group at Lincoln Financial Advisors. Jeremy started his own firm in 2011 and quickly earned recognition from Lincoln as transitional advisor of the year. Jeremy has focused part of his practice on employer sponsored retirement plans and earned recognition from the Financial Times as one of the top 401k advisors in the country in 2015. In 2018, Jeremy was recognized with the 40 Under 40 award offered by the CNY Business Journal.
Although the Carta Group is based out of Syracuse, Jeremy resides in Auburn and services a number of businesses and individual clients in the greater Auburn /Cayuga County area. Jeremy was a past steering committee member of IGNITE and remains active in the Auburn community.
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